Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Hold
2025
Q2
$476K Buy
2025
Q1
$611K Sell
2024
Q4
$725K Sell
2024
Q3
$789K Sell
2024
Q2
$630K Sell
2024
Q1
$571K Sell
2023
Q4
$465K Sell
2023
Q3
$424K Hold
2023
Q2
$390K Buy
2023
Q1
$435K Sell
2022
Q4
$493K Sell
2022
Q3
$364K Sell
2022
Q2
$360K Sell
2022
Q1
$555K Buy
2021
Q4
$297K Buy